-85.9%
ANIX price history and return analytics
+357.8%
-443.7%
-97.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | -0.6% | -3.0% | -3.2% |
| 7D | -11.6% | +2.9% | -14.4% | -13.0% |
| 30D | +0.4% | -2.5% | +2.9% | +2.0% |
| 3M | -17.0% | -3.3% | -13.7% | -15.2% |
| 6M | -9.2% | +1.5% | -10.7% | -9.8% |
| YTD | -14.1% | +11.4% | -25.5% | -18.7% |
| 1Y | -39.0% | +11.9% | -50.9% | -42.2% |
| 3Y | -8.5% | +73.9% | -82.4% | -30.5% |
| 5Y | -42.7% | +57.9% | -100.6% | -54.2% |
| 10Y | -53.8% | +222.6% | -276.4% | -70.9% |
| All | -85.9% | +357.8% | -443.7% | -91.8% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over all: compounded portfolio wealth divided by compounded VT wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
all analysis · Full analysis span regression · 6 months rolling